Funding review

Funding Review Queue brings submitted cases to Funding Reviewer with the project, donor, requested amount and restriction visible. The reviewer decides the case through Funding Case Review Decision. That workflow records a review decision, updates the funding case status and writes an operation receipt. The decision record carries the outcome, date, reason and case reference.

The available decision outcomes are approve, reject and return. The case itself has draft, submitted, approved, rejected and closed statuses. Keep the decision outcome and case status distinct when reading history: the workflow changes the case, while the decision record retains what the reviewer chose and why. A later case status should not erase the earlier reason.

• Submission. Funding Officer checks the donor, project, amount and restriction before the case enters review.
• Decision. Funding Reviewer acts on a submitted case and records the reason with the outcome.
• Receipt. The workflow writes an operation receipt so Finance Lead can follow what happened during processing.

The approval is a person’s decision. A submitted status requests review; it does not grant approval by itself. Program Lead may need the result to plan project work, but Funding Reviewer owns the review choice. Finance Lead reads the associated receipt when a processing result needs investigation.

Agree who is eligible to review funding cases and whether the creator of a case may also decide it. Establish what the reviewer should check before approval, including the project, donor, requested amount and restriction. Decide what explanation is expected for a rejection or return. The reason field is the place to retain that explanation with the decision.

Set a policy for repeat submissions after a return. The case status and review decision record serve different purposes, so agree the status path for a returned request before using it. Avoid interpreting a receipt marked completed as a second approval. It reports the operation result, while the decision record states the review outcome.

Funding Officer prepares a draft request for a known donor and project. Submit it and check that it appears in Funding Review Queue with the requested amount and restriction. Funding Reviewer opens the case and records an approval with the decision workflow. Check the case status, Review Decision History and Operation Receipt History together.

Repeat the rehearsal with a different submitted case that should be rejected or returned. Confirm that the reviewer can give a reason and that the outcome is visible in the decision history. If an operation receipt needs review, Finance Lead follows it in Operations Needing Review without treating the failed processing state as the business decision itself.

• Funding Review Queue — Submitted cases waiting for a reviewer’s decision.
• Review Decision History — Dated approve, reject and return outcomes with reasons.
• Operations Needing Review — Failed or needs-review processing results tied to cases.

Use the funding review process for the decision handoff. The funding case process covers preparation and submission.